HBK Sorce Advisory’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.31M | Buy |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $872K | Buy |
|
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|
2024
Q3 | $897K | Sell |
|
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|
2024
Q2 | $816K | Buy |
|
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|
2024
Q1 | $870K | Sell |
|
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|
2023
Q4 | $870K | Sell |
|
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.11M | Sell |
|
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|
2023
Q1 | $1.24M | Sell |
|
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|
2022
Q4 | $2.21M | Buy |
|
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|
2022
Q3 | $660K | Sell |
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|
2022
Q2 | $1M | Buy |
|
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|
2022
Q1 | $996K | Sell |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $981K | Buy |
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|
2021
Q2 | $867K | Sell |
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|
2021
Q1 | $860K | Buy |
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|
2020
Q4 | $821K | Buy |
|
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|
2020
Q3 | $644K | Buy |
|
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|
2020
Q2 | $640K | Buy |
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|
2020
Q1 | $639K | Buy |
|
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|
2019
Q4 | $774K | Sell |
|
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|
2019
Q3 | $866K | Buy |
|
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|
2019
Q2 | $848K | Sell |
|
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|
2019
Q1 | $1.04M | Sell |
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|
2018
Q4 | $945K | Buy |
|
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|
2018
Q3 | $866K | Sell |
|
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|
2018
Q2 | $848K | Sell |
|
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|
2018
Q1 | $818K | Buy |
|
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|
2017
Q4 | $787K | Buy |
|
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|
2017
Q3 | $418K | Sell |
|
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|
2017
Q2 | $705K | Buy |
|
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|
2017
Q1 | $575K | Sell |
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|
2016
Q4 | $592K | Buy |
|
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|
2016
Q3 | $532K | Buy |
|
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|
2016
Q2 | $530K | Buy |
|
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|
2016
Q1 | $506K | Buy |
|
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|
2015
Q4 | $222K | Sell |
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|
2015
Q3 | $243K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $206K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $215K | Buy |
|